Client Operations Coordinator Job Description THE ROLE:
The Client Operations Coordinator serves as the operational backbone of the firm's client service delivery, keeping engagements on track by managing onboarding, tracking deadlines and deliverables, handling document requests, and ensuring internal teams have what they need to serve clients across tax, audit, accounting, advisory, and consulting engagements.
REQUIREMENTS:
Required Qualifications (Must-Haves)
- 2+ years of experience in client service, operations coordination, administrative support, project coordination, or a similar professional services role.
- Strong organizational skills with the ability to manage multiple deadlines, client requests, and competing priorities at once.
- Excellent written and verbal English communication skills with a polished, client-service-oriented approach.
- High attention to detail and accuracy when tracking deliverables, maintaining records, and communicating status updates.
- Comfort using digital tools such as Microsoft Office, Google Workspace, shared drives, CRMs, task trackers,



portals, or project management platforms.
- Ability to handle confidential financial, tax, and client information with discretion and professionalism.
- Proactive follow-through, strong judgment, and the ability to work independently while supporting a collaborative team.

Preferred Qualifications (Nice-to-Haves)
- Experience supporting a CPA firm, accounting firm, tax advisory practice, law firm, consulting firm, or other client-facing professional services organization.
- Familiarity with tax-season workflows, client document collection, engagement letters, e-signature tools, and deadline tracking.
- Experience with practice management, workflow, or CRM systems such as Karbon, Canopy, TaxDome, Monday.com, Asana, HubSpot, or similar platforms.
- Basic understanding of accounting, tax, audit, bookkeeping, or outsourced CFO service terminology.

Skills & Competencies
- Operational Ownership:

📌 Client Operations Coordinator (Colombia)
🏢 DOXA Talent
📍 Colombia